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Planning for your Legacy

Newsletterstom2019-02-22T15:03:02+00:00

Client-Focused Newsletter

Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

02/09/2021
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Is Your Estate Plan Incapacity Proof?

01/12/2021
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Getting Ready for 2021

12/08/2020
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Election Update: Planning under the Biden Administration

11/13/2020
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Protecting Your Significant Other's Future

10/12/2020
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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

09/08/2020
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Estate Plans for College Students and Other Young Adults

08/13/2020
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Preparing Your Beneficiaries to Receive Their Inheritance

07/14/2020
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Correction to June 2020 Newsletter

06/12/2020
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Retirement Account Basics for 2020

06/09/2020
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Estate Planning as a Powerful Exercise in Optimism

05/12/2020
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Financial Literacy Month: Are All of Your Financial Ducks in a Row?

04/14/2020
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Three Legal Strategies When Facing a Major Health Event

03/18/2020
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No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift

02/12/2020
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Caregivers, You’re Not Planning Just for Yourself

12/15/2019
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Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

10/08/2019
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Important Considerations for Beneficiary Designations of Life Insurance Policies

09/11/2019
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When Is It Critical to Review Your Estate Plan, and Why?

08/13/2019
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Modernizing an Outdated Estate Plan

07/13/2019
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Your Vacation Checklist

06/11/2019
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Want a Greater Sense of Purpose? Plan Your Legacy

05/10/2019
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Wills vs. Trusts: In Plain English

05/01/2019
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How to Coordinate Your Retirement and Estate Plans

04/09/2019
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Your Personal Property Memorandum: 4 Tips for Success

03/12/2019
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Five Key Considerations for Your Estate Plan

02/12/2019
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3 Estate Planning Secrets the Wealthy Use That You Can Too!

01/08/2019
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Estate Planning Projects to Tackle in the New Year

12/11/2018
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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

11/13/2018
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Legal Strategies to Consider When Facing a Major Health Event

10/15/2018
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How to Avoid Sending Your Assets and Loved Ones Into Probate Court

09/11/2018
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Your Estate Plan and Your Children

08/14/2018
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The Only Constant in Life is Change

07/11/2018
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Keeping the Peace After You Are Gone

06/12/2018
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Planning for the Financial Future of a Troubled Adult Child

05/08/2018
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Does Your Family Know About Your Estate Plan?

04/10/2018
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Planning Your Summer Vacation? 5 Things to Consider Now

03/13/2018
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Will My Debt Outlive Me? Your Questions About Debt After Death Answered

02/13/2018
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How Tax Reform Will Impact You and Your Estate Planning

01/09/2018
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Who Will Inherit Your Financial Wisdom? Passing on More Than Just Wealth

12/12/2017
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One Year After the Historic 2016 Election: Strategic Estate Planning in Uncertain Times

11/14/2017
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It's Not Just Death and Taxes: You Need an Incapacity Plan That Works When It's Needed

10/20/2017
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Don't Put Off Till Tomorrow What You Can Do Today: Why It's Time to Talk with Your Family and Your Estate Planning Attorney

09/12/2017
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What If You Don't Die?

08/17/2017
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Trump's First 100 Days: Looking Back and Planning Ahead

05/09/2017
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The Only Constant in Life is Change

04/01/2017
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Why "I Love You" Wills Don't Really Say "I Love You"

02/14/2017
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The Flexible Protection of Trust-Based Planning

01/10/2017
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9 Financial Resolutions For A Happy New Year!

12/20/2016
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Talk to Your Family over the Holidays about Your Estate Plan

10/31/2016
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This website is for general informational purposes only. The information is provided “as is,” without warranty of any kind, either express or implied; it is not intended to constitute, and should not be relied upon as a legal opinion or legal advice regarding any specific issue. You should seek appropriate legal or other professional advice from an attorney licensed in your state. Your use of this website does not create an attorney-client relationship between you and Lawton Legacy Planning, PLLC. Under no circumstances shall Lawton Legacy Planning, PLLC be liable to you or any other person for any damages of any amount or character arising from your access to, or use of, this website.

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Vienna, VA 22181
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Serving clients throughout Northern Virginia
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